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SUMUKA.BO$174.70-1.84%
Fair $174.70+0.0%

SUMUKA.BO

Gujjubhai Industries Limited

Consumer Defensive / Food DistributionBSE

$174.70

-2.90 (-1.84%)

Fairly Valued+0.0%Fair Value $174.70Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 1/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-44.5M · quality 56.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

37/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SUMUKA.BOLocal privado en este navegador · Gujjubhai Industries Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$3.7B

P/E

41.3x

↑

EV/EBITDA

32.4x

↑

ROE

16.9%

↑

Gross Margin

9.0%

↓

Debt/Equity

0.28

↓
52-Week Range$175
$150$271

TradingView lightweight chart

SUMUKA.BO price, volumen y niveles de valoración

Último $154.95Periodo +209.9%
Fair value: $174.70

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+255.3%

FCF CAGR

—

FCF margin

-18.9%

FCF / Net income

-4.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $623.0M · net income $27.4M · FCF $-117.6M

2022-FY → 2025-FY

Gross margin

9.0%-43.0% pts

Operating margin

6.3%-17.0% pts

Net margin

4.4%-12.6% pts

FCF margin

-18.9%-16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$623.0M$623.0M$549.5M$278.8M$13.9M
Net Income$27.4M$27.4M$42.6M$23.2M$2.4M
EBITDA$39.7M$39.7M$55.6M$31.9M$3.4M
EPS3.853.855.993.260.44
Gross Margin9.0%9.0%17.1%14.7%52.0%
Operating Margin6.3%6.3%12.5%11.2%23.3%
Net Margin4.4%4.4%7.7%8.3%17.0%
Balance Sheet
Debt/Equity0.280.280.040.060.34
Cash Flow
Free Cash Flow$-117.6M$-117.6M$-23.4M$-44.5M$-369000.00
Returns
ROE16.9%16.9%31.7%25.3%13.1%
Valuation
P/E41.3041.3029.6930.0984.55
EV/EBITDA32.3832.3822.7721.7560.40
P/B7.687.689.427.6111.27
Growth & Yield
Revenue Growth13.4%13.4%97.1%1907.8%—
EPS Growth-35.7%-35.7%83.7%640.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

59.1%

muy exigente

EPS terminal req.

$15.50

Spread vs growth

-94.8%

5Y implied EPS CAGR

37.3%

muy exigente

EPS terminal req.

$18.76

Spread vs growth

-73.0%

10Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$30.21

Spread vs growth

-58.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -37.8%

Total return

-37.8%

Start / end P/E

41.6x → 40.2x

EPS bridge

5.99 → 3.85

Residual

+1.2%

EPS growth-35.7%
Multiple rerating-3.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.